SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.51M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1
+$2.86M
2
+$1.14M
3
+$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.48%
25,353
-121
52
$10.1M 0.48%
87,783
-387
53
$9.63M 0.46%
93,355
-203
54
$9.3M 0.44%
46,400
-285
55
$9.22M 0.44%
34,883
-116
56
$9.12M 0.44%
120,169
+2,534
57
$9.06M 0.43%
185,635
-4,379
58
$8.88M 0.42%
32,912
-125
59
$8.73M 0.42%
18,835
+387
60
$8.29M 0.4%
31,016
-181
61
$7.97M 0.38%
47,728
-1,020
62
$7.95M 0.38%
154,383
-4,177
63
$7.84M 0.37%
38,347
-155
64
$7.79M 0.37%
44,778
+382
65
$7.65M 0.37%
151,618
+23,739
66
$7.38M 0.35%
141,944
-7,428
67
$7.31M 0.35%
83,847
+2,000
68
$7.16M 0.34%
83,146
+7,672
69
$7.12M 0.34%
14,188
+198
70
$7.12M 0.34%
93,283
+2,248
71
$7.05M 0.34%
23,686
-1,343
72
$6.99M 0.33%
119,331
-1,413
73
$6.98M 0.33%
20,005
+937
74
$6.82M 0.33%
262,832
+22,515
75
$6.77M 0.32%
32,487
+151
1 2
3
4 5